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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,234,539 | $106,557+1058.6% | $91,227+1253.3% | $134,545+817.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -14.79% | 160.81%-175.6pp | 114.14%-128.9pp | 418.37%-433.2pp |
| Employer contribution / active EE | $55,258 | $3,332+1558.4% | $2,851+1838.1% | $4,742+1065.4% |
| Participant deferral / active EE | $8,667 | $4,719+83.7% | $4,234+104.7% | $6,401+35.4% |
| Admin fee / account holder | $51,515 | $6,235+726.2% | $5,423+850.0% | $11,431+350.7% |